Retirement Plans in General

5,839 topics in this forum

1. Leased Employees

   By Guest Delite, August 31, 2001
   • 2 replies
   • 1.8k views
   • 
   • Guest
   • September 4, 2001

2. Self Directed Accounts

   By Guest JimJ, September 4, 2001
   • 5 replies
   • 1.7k views
   • 
   • Guest
   • September 4, 2001

3. EPCRS program

   By Belgarath, August 31, 2001
   • 0 replies
   • 1.8k views
   • 
   • Belgarath
   • August 31, 2001

4. Combining MP & PS Plans (Elective Transfer Option)

   By Guest Paul Hinderegger, August 22, 2001
   • 1 reply
   • 2.2k views
   • 
   • davef
   • August 30, 2001

5. Plan without a Sponsor

   By dmb, August 29, 2001
   • 3 replies
   • 1.6k views
   • 
   • Guest
   • August 30, 2001

6. Mergers and GUST

   By Guest slt, August 30, 2001
   • 0 replies
   • 1.5k views
   • 
   • Guest
   • August 30, 2001

7. Plan Documents

   By pbarrett, August 28, 2001
   • 0 replies
   • 1.5k views
   • 
   • pbarrett
   • August 28, 2001

8. Can plan pay for fidelity bond?

   By Guest Doug Johnston, August 22, 2001
   • 3 replies
   • 2.6k views
   • 
   • Guest
   • August 24, 2001

9. EGTRRA increased 415 limit not available until 2003 for some plans

   By Belgarath, August 24, 2001
   • 0 replies
   • 1.4k views
   • 
   • Belgarath
   • August 24, 2001

10. Stock valuation

    By Guest slt, August 22, 2001
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • August 22, 2001

11. IRS - User Fees

    By flosfur, August 22, 2001
    • 1 reply
    • 2.1k views
    • 
    • Tom Poje
    • August 22, 2001

12. Top Heavy Calculation with relationship to QDRO

    By stephen, August 16, 2001
    • 1 reply
    • 1.7k views
    • 
    • david rigby
    • August 16, 2001

13. Leased Employees 1,500 Hours?

    By KateSmithPA, August 15, 2001
    • 0 replies
    • 2.5k views
    • 
    • KateSmithPA
    • August 15, 2001

14. Master Trust vs. Comingled Trust

    By TPATC, July 27, 2001
    • 3 replies
    • 5.6k views
    • 
    • Guest
    • August 11, 2001

15. Foreign real property allowable in 1-person plan?

    By David MacLennan, August 10, 2001
    • 0 replies
    • 1.7k views
    • 
    • David MacLennan
    • August 10, 2001

16. Plan fees

    By PJaeger, August 10, 2001
    • 1 reply
    • 1.8k views
    • 
    • rcline46
    • August 10, 2001

17. Laymen Terms – Exclusion of Elective Deferrals From Deduction Limit

    By Guest JimJ, August 3, 2001
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • August 8, 2001

18. Plan Proposal programs

    By Guest pineapple, August 8, 2001
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • August 8, 2001

19. Are Profit Sharing Plans Eligible for the Over 50 yrs. Additional Cont

    By Guest jhannifan, August 7, 2001
    • 3 replies
    • 1.8k views
    • 
    • MWeddell
    • August 7, 2001

20. Predecessor Organization

    By KateSmithPA, August 6, 2001
    • 0 replies
    • 2.1k views
    • 
    • KateSmithPA
    • August 6, 2001

21. Small Plan Audit Waiver

    By Belgarath, August 2, 2001
    • 5 replies
    • 2.1k views
    • 
    • AndyH
    • August 4, 2001

22. financial planning after age 50

    By Guest Dayle, July 29, 2001
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • August 3, 2001

23. Need for Money Purchase Pension Plans

    By Guest jhannifan, August 1, 2001
    • 3 replies
    • 1.7k views
    • 
    • david rigby
    • August 1, 2001

24. Will This Fly?

    By DP, July 27, 2001
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • July 30, 2001

25. "Buy-Back" of Distributed Benefit

    By Guest CJK, July 27, 2001
    • 1 reply
    • 2.6k views
    • 
    • david shipp
    • July 30, 2001

26. S-Corp shareholder took a loan

    By Guest Boilerburm, July 11, 2001
    • 6 replies
    • 2.1k views
    • 
    • Guest
    • July 27, 2001

27. Partial Plan Termination - Facts to Use to Determine

    By Guest Yvonne Bonitatibus, May 22, 2001
    • 5 replies
    • 3.5k views
    • 
    • Guest
    • July 26, 2001

28. Frozen Money Purchase Plan

    By Guest cpaese, July 23, 2001
    • 1 reply
    • 2.7k views
    • 
    • david rigby
    • July 23, 2001

29. Money purchase plan with mandatory EE contribution

    By Guest Kelly Igel, July 23, 2001
    • 0 replies
    • 2.2k views
    • 
    • Guest
    • July 23, 2001

30. Earned Income - Receipt of Deferred Compensation

    By rocknrolls2, July 23, 2001
    • 0 replies
    • 2.8k views
    • 
    • rocknrolls2
    • July 23, 2001

31. Do new small plan audit rules apply to plans that file a Form 5500-EZ?

    By John A, May 17, 2001
    • 3 replies
    • 1.9k views
    • 
    • Belgarath
    • July 20, 2001

32. Determination Letter Filings

    By jkharvey, July 16, 2001
    • 3 replies
    • 1.7k views
    • 
    • Belgarath
    • July 20, 2001

33. FREE benefits benchmarking study opportunity

    By Guest Greg Melia, June 12, 2001
    • 1 reply
    • 2.7k views
    • 
    • Guest
    • July 19, 2001

34. 401(a)(17) limit for quarterly allocations

    By Medusa, July 18, 2001
    • 0 replies
    • 1.6k views
    • 
    • Medusa
    • July 18, 2001

35. Eligibility/Vesting for Rehires

    By Guest Jeff Underwood, July 17, 2001
    • 3 replies
    • 2.3k views
    • 
    • KJohnson
    • July 18, 2001

36. Eligibility based on elapsed time

    By Guest Cyndy, October 28, 1998
    • 4 replies
    • 5.5k views
    • 
    • Guest
    • July 18, 2001

37. Does anyone have a good source for finding historical values of LIBOR

    By stephen, February 5, 2001
    • 4 replies
    • 2.3k views
    • 
    • stephen
    • July 16, 2001

38. Appointing a Trustee

    By mming, July 13, 2001
    • 0 replies
    • 1.6k views
    • 
    • mming
    • July 13, 2001

39. Sole Props

    By Earl, July 10, 2001
    • 2 replies
    • 1.7k views
    • 
    • Earl
    • July 11, 2001

40. Waiver of Participation

    By smm, July 2, 2001
    • 1 reply
    • 1.7k views
    • 
    • rcline46
    • July 10, 2001

41. "Simplified" GUST Determination Letter Procedures

    By davef, July 9, 2001
    • 0 replies
    • 1.5k views
    • 
    • davef
    • July 9, 2001

42. 404 Limits under EGTRA

    By stephen, July 5, 2001
    • 1 reply
    • 1.7k views
    • 
    • actuarysmith
    • July 5, 2001

43. "Sunset Clause"

    By Guest gkaley, July 5, 2001
    • 3 replies
    • 3.7k views
    • 
    • Guest
    • July 5, 2001

44. MPP Plans -- Mergers

    By wmyer, June 30, 2001
    • 1 reply
    • 2k views
    • 
    • Earl
    • July 3, 2001

45. Exclude independent contractor from plan

    By eilano, June 22, 2001
    • 5 replies
    • 2.1k views
    • 
    • Guest
    • July 2, 2001

46. Deduction limit

    By Guest BAR, June 27, 2001
    • 6 replies
    • 2k views
    • 
    • Tom Poje
    • June 28, 2001

47. Fees to terminated participants

    By KateSmithPA, June 25, 2001
    • 2 replies
    • 1.7k views
    • 
    • Kirk Maldonado
    • June 26, 2001

48. Monthly profit sharing allocations and last day provision

    By Guest Gibson, June 25, 2001
    • 3 replies
    • 2.2k views
    • 
    • AndyH
    • June 26, 2001

49. Prior deficient Money Purchase Plan

    By dmb, June 25, 2001
    • 0 replies
    • 1.5k views
    • 
    • dmb
    • June 25, 2001

50. Provisions of a Standardized Adoption Agreement

    By Guest Nabiyah1, June 21, 2001
    • 7 replies
    • 2.3k views
    • 
    • Tom Poje
    • June 25, 2001